See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,744 | $81,248+190.2% | $155,509+51.6% | $80,856+191.6% |
| Participation rate | 98.9% | 66.2%+32.6pp | 78.2%+20.7pp | 67.6%+31.2pp |
| Annual return | 11.34% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,148 | $3,100-30.7% | $4,672-54.0% | $2,755-22.0% |
| Participant deferral / active EE | $4,537 | $3,452+31.5% | $5,626-19.4% | $4,296+5.6% |
| Admin fee / account holder | $8,502 | $7,997+6.3% | $15,912-46.6% | $6,918+22.9% |